At a Glance
- Tasks: Manage client onboarding, track projects, and ensure smooth communication.
- Company: Dynamic firm focused on client success and team collaboration.
- Benefits: Flexible hours, competitive pay, and opportunities for growth.
- Other info: Join a supportive team with a vibrant culture and career advancement.
- Why this job: Be the backbone of our operations and make a real difference.
- Qualifications: Strong organisational skills and a knack for communication.
The predicted salary is between 37800 - 46200 $ per year.
Key responsibilities
- New clients and engagements
- Send proposals and engagement letters in Ignition, follow them up and track them until signed
- Set up new clients: client records, ATO agent linking and Xero access
- Complete client identification and AML/CTF checks under our compliance program
- Book introductory calls and client meetings in the Director's calendar
- Job flow
- Create an Asana card for every signed job and keep stages, due dates and assignees up to date
- Check weekly that every signed Ignition job is on Asana, and every Asana job has a signed fee
- Track lodgment due dates and flag jobs at risk of running late
- Client information and communication
- Request and chase client records, receipts and missing information
- Be the first point of contact for the office phone and shared inbox, and pass queries to the right person
- Send finished returns and financials for signature, and chase signatures
- Billing and debtors
- Raise invoices as soon as jobs are finalised, and move jobs to Billed on Asana
- Check monthly that Xero billing matches Ignition and Asana, including recurring fees and client software subscriptions
- Follow up overdue invoices
- Practice and Director support
- Manage the firm's software subscriptions and what is recharged to clients
- Help with marketing: newsletter, social posts, events and award entries
- Keep templates, procedures and client files organised
Practice Administrator in Canberra employer: Aris Accounting Group
Aris Accounting Group offers a supportive work environment where employees can thrive through professional development opportunities. The company emphasizes a collaborative culture, ensuring that team members are engaged and valued. With a focus on compliance and client satisfaction, employees play a crucial role in delivering high-quality accounting services.
We think you need these skills to ace Practice Administrator in Canberra
Client Relationship Management
Proposal Writing
Compliance Knowledge
Xero Accounting Software
Asana Project Management
Attention to Detail
Communication Skills
